Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,682,884
-0.6%
97,418
+3.5%
0.07%
+1.4%
Q2 2023$4,713,189
+0.9%
94,094
+2.1%
0.07%
-5.3%
Q1 2023$4,669,412
+9.7%
92,172
+6.3%
0.08%
+4.2%
Q4 2022$4,257,205
+3.8%
86,687
+1.5%
0.07%
-6.5%
Q3 2022$4,103,000
+36.0%
85,396
+44.3%
0.08%
+40.0%
Q2 2022$3,016,000
-10.8%
59,169
-3.7%
0.06%
+5.8%
Q1 2022$3,382,000
-20.6%
61,443
-13.9%
0.05%
-20.0%
Q4 2021$4,261,000
-1.3%
71,326
-0.7%
0.06%
-12.2%
Q3 2021$4,318,000
+1.8%
71,842
+2.6%
0.07%
+2.8%
Q2 2021$4,243,000
-99.9%
70,036
-45.2%
0.07%
+9.1%
Q1 2021$7,547,514,000
+223596.3%
127,838
+134.8%
0.07%
-9.6%
Q4 2020$3,374,000
+5.9%
54,453
+3.8%
0.07%
-8.8%
Q3 2020$3,187,000
-13.9%
52,440
-14.4%
0.08%
-24.5%
Q2 2020$3,703,000
+18.1%
61,293
+9.5%
0.11%
-7.8%
Q1 2020$3,136,000
-19.9%
55,990
-16.6%
0.12%
-0.9%
Q4 2019$3,914,000
+58.4%
67,141
+58.3%
0.12%
+39.8%
Q3 2019$2,471,000
+21.5%
42,411
+19.0%
0.08%
+10.7%
Q2 2019$2,033,000
+51.3%
35,627
+46.4%
0.08%
+31.6%
Q1 2019$1,344,000
+16.2%
24,328
+11.3%
0.06%
+1.8%
Q4 2018$1,157,000
+1277.4%
21,851
+1288.2%
0.06%
+1300.0%
Q3 2018$84,000
-19.2%
1,574
+62.3%
0.00%
-33.3%
Q2 2018$104,000
+1980.0%
970
+1840.0%
0.01%
Q1 2018$5,0000.0%500.0%0.00%
Q4 2017$5,0000.0%500.0%0.00%
-100.0%
Q3 2017$5,0000.0%500.0%0.00%0.0%
Q2 2017$5,000500.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,269,661$62,35315.49%
Simplicity Wealth,LLC 111,005$5,451,4784.81%
Long Run Wealth Advisors, LLC 253,421$12,445,4854.48%
Erickson Financial Group, LLC 65,632$3,223,1883.49%
Global Wealth Strategies & Associates 103,501$5,082,9342.95%
MCF Advisors LLC 483,375$23,738,5482.42%
Center For Asset Management LLC 52,785$2,592,2762.42%
Arcadia Wealth Management, LLC 54,716$2,687,1232.36%
Personal Capital Advisors Corp 9,741,579$478,408,9352.32%
Wayfinding Financial, LLC 41,968$2,4321.95%
View complete list of ISHARES TR shareholders